Athome is vital to T and its BB plans. My argument still holds and has not been disproved, that T will not publicly tip its hand in gushing support with so many unresolved 'issues' and potential aliances yet in the fire.
Has not our slippery friend, Mr. Case, indeed validated Athome, by grabbing RR, the only significant reason for the TWX purchase? In effect has he not said, "You guys are gonna clean our clock. We need a ride on cable or we are yesterdays news. And by the way, we will still block you every step of the way as we have with the hoppla for open net and our new stance pushing TWX to renegotiate the RR exclusivity deals. Why? To prevent you guys from getting branding and a huge head start. If you have to focus on opening your pipes too soon, you get lost in the crowd of the gold rush, even though you still may get to be the toll takers. And we? We win either way as the entire planet knows who we are already!"
I say thank you Mr. Case, you have validated our efforts, though most of the market has missed this.
REMEMBER: Quarter ends very, very soon. Should be very good sub numbers. New portal, new hires to get instals done. Focus on quality roll out in San Fran area. Self installs. T advertising @home service more widely. We do need Portland out of the way... |
